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Rising Interest Rates: How Will They Affect Investments, Housing & Retirees?

By Robert Pagliarini on May 29, 2014

How will Wall Street fare if interest rates climb back to historic norms? Rising interest rates could certainly impact investments, the real estate market and the overall economy – but their influence might not be as negative as some perceive. Why are rates rising? You can cite three factors. The Federal Reserve is gradually reducing…

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Robert Pagliarini Quoted in New York Times Column on the Lottery

By Robert Pagliarini on May 28, 2014

Robert Pagliarini was quoted in a New York Times column by John Tierney titled “How to Win the Lottery (Happily)“. Here is an excerpt: If you have won the lottery, or if you plan to do so, please keep reading this column. The information is vital not just to your happiness but also to the…

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Trust Protector: The Guardian Angel of Your Trust

By Robert Pagliarini on May 21, 2014

How would you like a guardian angel watching over your investments? Impossible you say? Many sophisticated investors who have their assets in a trust are using something called a “trust protector” to look over the activities in the trust and to protect the beneficiaries. A trust protector is something (and someone) you can describe in…

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Rethinking the Prenup

By Robert Pagliarini on May 20, 2014

My interview with Divorce Corp documentary director Joe Sorge on the idea of requiring financial disclosure of assets and liabilities BEFORE marriage: https://soundcloud.com/sudden-wealth-radio/divorce-corp-the-business-of-divorce#t=44:28 ROBERT PAGLIARINI: One of the things I’ve been thinking about for some time is essentially forcing every soon-to-be-married couple to have a prenup. When people think of prenuptial agreements, they often think…

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Economic Update 05/19/14

By Robert Pagliarini on May 19, 2014

IS THE PRODUCER PRICE INDEX SENDING A MESSAGE? Wholesale prices climbed 0.6% in April according to Labor Department data. That tripled the increase projected by economists polled by MarketWatch, and it took the annual advance in the PPI to 2.1%, a two-year peak. The PPI also pushed north 0.5% in March, so higher consumer prices…

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Selling Your Business? Do This First

By Robert Pagliarini on May 14, 2014

Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition – and you must be prepared as well. When should the planning begin? Think…

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Best Financial Advisor for Lottery Winners

By Robert Pagliarini on May 13, 2014

As a lottery winner, you are likely to be barraged by tax, legal, and financial issues. The only method to successfully navigate your way through the complexity is to have a team of experts who are the best at what they do. The question is, who is the best financial advisor for lottery winners? I’ve…

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Do Your Investments Match Your Tolerance for Risk?

By Robert Pagliarini on

When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or inattention – stock market volatility may make you anxious. So from time to time, it is a good idea to review how your assets are invested. Your asset…

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